Teamwork Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Teamwork Financial Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-54,832	Closed	-$3.21M	–	210
2023 Q1	$3.21M	Buy	+54,832	New	+$3.18M	0.59%	38
2021 Q4	–	Sell	-12,430	Closed	-$763K	–	311
2021 Q3	$763K	Sell	12,430 -488	-4%	-$30K	0.15%	118
2021 Q2	$794K	Sell	12,918 -67,738	-84%	-$4.17M	0.16%	111
2021 Q1	$4.96M	Sell	80,656 -184,682	-70%	-$11.4M	1.16%	14
2020 Q4	$16.3M	Buy	265,338 +52,826	+25%	+$3.27M	3.89%	5
2020 Q3	$13.2M	Buy	212,512 +172,818	+435%	+$10.7M	4.09%	5
2020 Q2	$2.47M	Buy	+39,694	New	+$2.47M	0.88%	21

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Teamwork Financial Advisors's VGSH Position: Q2 2023 in Review

Teamwork Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 54,832 shares — an estimated $3.21M sold.

Teamwork Financial Advisors first reported a position in VGSH in Q2 2020 and held it in 7 quarters. The position peaked at $16.3M in Q4 2020. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

Teamwork Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 54,832 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $3.21M.
Teamwork Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $16.3M in Q4 2020.
803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Teamwork Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.